Polen Capital New Holdings in Q3 2025

Polen Capital Management LLC

  • $30.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
4.49M
New
$264.74 - $369.57 $1.19B - $1.66B
4.49M $1.48B
BSX
Boston Scientific Corp

Healthcare
5.6M
New
$97.03 - $108.14 $543M - $605M
5.6M $547M
SNPS
Synopsys Inc

Technology
1.04M
New
$387.78 - $645.35 $405M - $674M
1.04M $515M
INTU
Intuit Inc

Technology
662K
New
$646.03 - $807.39 $427M - $534M
662K $452M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
177K
New
$224.68 - $282.71 $39.8M - $50.1M
177K $49.5M
HYG
Ishares Tr

ETFs
200K
New
$79.85 - $81.32 $16M - $16.3M
200K $16.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
44.8K
New
$181.56 - $190.33 $8.13M - $8.52M
44.8K $8.49M
AMPX
Amprius Technologies, Inc.

Industrials
339K
New
$3.91 - $12.06 $1.33M - $4.09M
339K $3.57M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
22.5K
New
$134.42 - $141.26 $3.03M - $3.18M
22.5K $3.18M
VO
Vanguard Mid Cap ETF

ETFs
8.69K
New
$279.83 - $293.74 $2.43M - $2.55M
8.69K $2.55M
ABCL
Ab Cellera Biologics Inc.

Healthcare
269K
New
$3.49 - $5.15 $940K - $1.39M
269K $1.35M
YOU
Clear Secure, Inc.

Technology
28.9K
New
$27.98 - $38.03 $808K - $1.1M
28.9K $963K
AX
Axos Financial, Inc.

Financial Services
9.18K
New
$78.32 - $92.31 $719K - $847K
9.18K $777K
REAL
The Real Real, Inc.

Consumer Cyclical
72.1K
New
$4.94 - $10.89 $356K - $785K
72.1K $775K
PG
Procter & Gamble CO

Consumer Defensive
4.85K
New
$150.47 - $161.22 $730K - $782K
4.85K $745K
KO
Coca Cola CO

Consumer Defensive
10.5K
New
$65.67 - $71.67 $689K - $752K
10.5K $695K
SRRK
Scholar Rock Holding Corp

Healthcare
18.1K
New
$30.12 - $42.86 $544K - $774K
18.1K $674K
SES
Ses Ai Corp

Consumer Cyclical
399K
New
$0.84 - $1.9 $335K - $758K
399K $666K
PEP
Pepsico Inc

Consumer Defensive
4.53K
New
$133.81 - $152.16 $606K - $689K
4.53K $635K
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
9.49K
New
$58.33 - $68.56 $554K - $651K
9.49K $553K
NSSC
Napco Security Technologies, Inc

Industrials
12.6K
New
$29.42 - $43.66 $370K - $549K
12.6K $539K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.85K
New
$103.83 - $179.9 $296K - $513K
2.85K $509K
MCD
Mcdonalds Corp

Consumer Cyclical
1.66K
New
$291.67 - $316.99 $484K - $526K
1.66K $504K
MLI
Mueller Industries Inc

Industrials
4.98K
New
$82.07 - $101.7 $408K - $506K
4.98K $503K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
6.54K
New
$71.0 - $90.32 $464K - $591K
6.54K $503K
PSTG
Pure Storage, Inc.

Technology
5.96K
New
$54.47 - $88.29 $325K - $526K
5.96K $499K
BIDU
Baidu, Inc.

Communication Services
3.41K
New
$85.86 - $137.83 $293K - $470K
3.41K $449K
MVST
Microvast Holdings, Inc.

Industrials
113K
New
$2.53 - $4.12 $286K - $466K
113K $435K
IHRT
I Heart Media, Inc.

Communication Services
142K
New
$1.6 - $3.11 $227K - $441K
142K $406K
META
Meta Platforms, Inc.

Communication Services
538
New
$695.21 - $791.73 $374K - $426K
538 $395K
OSTK
Overstock.Com, Inc

Consumer Cyclical
15.2K
New
N/A
15.2K $387K
AVAV
Aero Vironment Inc

Industrials
1.14K
New
$226.08 - $314.89 $257K - $357K
1.14K $357K
KOD
Kodiak Sciences Inc.

Healthcare
21.6K
New
$3.68 - $16.37 $79.4K - $353K
21.6K $353K
VOE
Vanguard Mid Cap Value Index F

ETFs
2K
New
$164.63 - $174.58 $329K - $349K
2K $349K
U
Unity Software Inc.

Technology
8.64K
New
$24.01 - $46.53 $207K - $402K
8.64K $345K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
693
New
$311.12 - $482.13 $216K - $334K
693 $316K
EOSE
Eos Energy Enterprises, Inc.

Industrials
21.1K
New
$4.63 - $11.17 $97.6K - $235K
21.1K $232K
AWI
Armstrong World Industries Inc

Industrials
1.19K
New
$163.99 - $199.13 $195K - $236K
1.19K $232K
BEAM
Beam Therapeutics Inc.

Healthcare
9.13K
New
$16.01 - $25.1 $146K - $229K
9.13K $221K
UPWK
Upwork, Inc

Industrials
11.4K
New
$11.75 - $20.07 $134K - $228K
11.4K $211K
APPF
Appfolio Inc

Technology
753
New
$229.81 - $321.25 $173K - $242K
753 $207K
GWRE
Guidewire Software, Inc.

Technology
902
New
$207.82 - $261.88 $187K - $236K
902 $207K
CHWY
Chewy, Inc.

Consumer Cyclical
5.12K
New
$34.27 - $42.33 $175K - $217K
5.12K $207K
NMRK
Newmark Group, Inc.

Real Estate
11.1K
New
$12.2 - $19.58 $135K - $217K
11.1K $206K
NXE
Nex Gen Energy Ltd.

Energy
12.3K
New
$6.43 - $9.1 $79.1K - $112K
12.3K $110K
AUR
Aurora Innovation, Inc.

Technology
18.4K
New
$5.05 - $6.56 $92.7K - $120K
18.4K $98K
BRLT
Brilliant Earth Group, Inc.

Consumer Cyclical
44.6K
New
$1.38 - $2.92 $61.5K - $130K
44.6K $93K
Howard Hughes Holdings Inc
23.8K
New
N/A
23.8K $0
Rubrik Inc.
3K
New
N/A
3K $0
Activity Summary
Buys All Purchases 120 New Holdings 52 Increased Positions 68 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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